Motley Fool Money Nvidia and Intel Make a $5 Billion Bargain
26 snips
Sep 18, 2025 
Jon Quast, a seasoned investing analyst, joins to discuss Nvidia's bold $5 billion stake in Intel, marking a significant partnership in co-developing cutting-edge products for data centers and PCs. The conversation dives into the potential impacts on CPUs and GPUs, and the competitive landscape, especially with rivals like AMD. They also tackle President Trump's controversial proposal to eliminate quarterly financial reporting, weighing its pros and cons for investors. Lastly, the team highlights stocks to watch, including The Trade Desk and General Motors, sparking intriguing investment insights.
AI Snips
Chapters
Transcript
Episode notes
Nvidia-Buys Into Intel For AI Hardware
- Nvidia will take a $5 billion equity stake in Intel and co-develop custom data-center and PC products.
- The tie-up pairs Nvidia's dominant GPUs with Intel's x86 CPUs to speed GPU-CPU communication via NVLink Fusion-style customization.
Customization Eases CPU–GPU Bottlenecks
- Intel is leveraging customization opportunities that let CPUs connect faster to Nvidia GPUs using NVLink-style approaches.
- Nvidia's $5 billion strengthens Intel's balance sheet and helps underwrite development costs for custom chips.
Manufacturing Details Remain Unclear
- The press release focuses on development, not manufacturing, leaving foundry implications unclear.
- Jon Quast doesn't expect immediate big risk to Taiwan Semiconductor from this deal absent manufacturing details.